Position in HIG
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$5,866,526
+$141,296 QoQ
Shares Held
44,269
+4.6% QoQ
Ownership
0.016%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#272
of 1,192 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 67%
Shared 0%
None 33%
Common Shares in HIG Over Time
Shares Held
Position Value (USD)
Position in Insurance - Diversified
Financial Services · as of Jun 30, 2026Pathstone Holdings, LLC holds $505,219,587 across 6 Insurance - Diversified names. HIG ranks #4 (1.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BRK-B |
Berkshire Hathaway Inc
|
495,939 | $479,402,945 | |
| 2 | ACGL |
Arch Capital Group Ltd.
|
110,299 | $10,705,619 | |
| 3 | AIG |
American International Group, Inc.
|
99,923 | $7,447,259 | |
| 4 | HIG |
Hartford Insurance Group, Inc.
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|
44,269 | $5,866,526 | |
| 5 | SLF |
Sun Life Financial Inc
|
15,275 | $1,197,864 | |
| 6 | AEG |
Aegon Ltd.
|
71,016 | $599,374 |
All Filings in HIG
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,866,526 | 44,269 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $5,725,230 | 42,337 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $5,788,288 | 42,005 | Shares | Other | 2026-02-13 | |
| 2025-09-30 | $5,552,625 | 41,627 | Shares | Other | 2025-11-13 | |
| 2025-06-30 | $5,383,980 | 42,437 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $4,875,950 | 39,408 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $4,155,667 | 37,986 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $4,486,702 | 38,149 | Shares | Defined | 2024-11-07 | |
| 2024-06-30 | $3,835,398 | 38,148 | Shares | Other | 2024-08-14 | |
| 2024-03-31 | $3,984,323 | 38,664 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $2,881,702 | 35,851 | Shares | Other | 2024-02-14 | |
| No filing history on record for this holder in this stock. | ||||||